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Financial Gravity Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History

Financial Gravity Asset Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$463 Sell
4
-4
-50% -$441 ﹤0.01% 920
2024
Q1 		$871 Buy
8
+4
+100% +$423 ﹤0.01% 1263
2023
Q4 		$419 Buy
+4
New +$385 ﹤0.01% 1176

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Gravity Asset Management's VT Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Vanguard Total World Stock ETF (VT) stake by 50% in Q2 2024, selling an estimated $441 and leaving 4 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Financial Gravity Asset Management first reported a position in VT in Q4 2023 and has held it in 3 quarters since. The position peaked at $871 in Q1 2024. 904 funds tracked by Wall St. Rank hold VT as of Q2 2024.

  • Financial Gravity Asset Management held 4 shares of Vanguard Total World Stock ETF worth $463 as of Q2 2024.
  • Financial Gravity Asset Management sold 4 Vanguard Total World Stock ETF shares in Q2 2024, an estimated $441.
  • Vanguard Total World Stock ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #920 holding.
  • Financial Gravity Asset Management first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Vanguard Total World Stock ETF position peaked at $871 in Q1 2024.
  • 904 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.